Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,154 | $77,157-48.0% | $108,405-63.0% | $85,851-53.2% |
| Participation rate | 92.3% | 74.7%+17.6pp | 80.1%+12.2pp | 69.3%+23.0pp |
| Annual return | -15.33% | 44.55%-59.9pp | 905.55%-920.9pp | 318.63%-334.0pp |
| Employer contribution / active EE | $6,720 | $2,379+182.4% | $3,559+88.8% | $2,565+162.0% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,702 | $5,174-28.4% | $7,297-49.3% | $6,261-40.9% |